Tom Bartholomew
Directeur Général chez Bartholomew & Co., Inc.
Profil
Mr. Thomas J.
Bartholomew is a President & Chief Executive Officer at Bartholomew & Co., Inc. and a Treasurer at Greater Worcester Community Foundation, Inc.
In 1994, with more than two decades of experience in the investment and banking industries, Mr. Bartholomew founded Bartholomew & Company, Inc. He oversees the day-to-day operations of the company.
He was senior vice president and partner of A.F.
Best Securities.
In 1981, while working at Worcester County National Bank (WCNB), he was responsible for all aspects of municipal banking.
After WCNB was absorbed by Shawmut Bank, he went on to manage the entire municipal operation for several Massachusetts counties, and he created Shawmut's retail fixed income sales, brokerage, and underwriting operation.
From 1977 to 1981, Tom was a licensed insurance and securities representative for New England Mutual Life Insurance Company.
Postes actifs de Tom Bartholomew
| Sociétés | Poste | Début |
|---|---|---|
Greater Worcester Community Foundation, Inc.
 Greater Worcester Community Foundation, Inc. Miscellaneous Commercial ServicesCommercial Services Founded in 1975, the Greater Worcester Community Foundation, Inc. is a public charitable corporation located in Worcester, Massachusetts. The Greater Worcester Community Foundation's asset allocation policy is designed to preserve and grow principal over the long-term. The Investment Committee reviews performance evaluation data and selects managers for each asset class, based on guidance from independent consultants Prime Buchholz & Associates. The Foundation's asset allocation policy provides a disciplined approach to investments to ensure that funds will be available to address both immediate and future community needs. | Treasurer | 30/12/2011 |
Bartholomew & Co., Inc.
 Bartholomew & Co., Inc. Investment ManagersFinance Bartholomew & Co., Inc. is an independent investment advisory firm headquartered in Worcester, Massachusetts. It was founded by Thomas J. Bartholomew in 1994. The firm provides investment management and financial planning solutions to individuals, governments and institutions, and businesses. | Directeur Général | - |
Formation de Tom Bartholomew
| Assumption College | Undergraduate Degree |
| Rutgers University Graduate School of Banking | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
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Exécutifs
Sociétés liées
| Entreprise privées | 2 |
|---|---|
Bartholomew & Co., Inc.
Bartholomew & Co., Inc. Investment ManagersFinance Bartholomew & Co., Inc. is an independent investment advisory firm headquartered in Worcester, Massachusetts. It was founded by Thomas J. Bartholomew in 1994. The firm provides investment management and financial planning solutions to individuals, governments and institutions, and businesses. | Finance |
Greater Worcester Community Foundation, Inc.
Greater Worcester Community Foundation, Inc. Miscellaneous Commercial ServicesCommercial Services Founded in 1975, the Greater Worcester Community Foundation, Inc. is a public charitable corporation located in Worcester, Massachusetts. The Greater Worcester Community Foundation's asset allocation policy is designed to preserve and grow principal over the long-term. The Investment Committee reviews performance evaluation data and selects managers for each asset class, based on guidance from independent consultants Prime Buchholz & Associates. The Foundation's asset allocation policy provides a disciplined approach to investments to ensure that funds will be available to address both immediate and future community needs. | Commercial Services |
